Office Coordinator

RTD Financial Advisors Inc; Middletown Township (PA); Hybrid; USD 45,000 - 60,000; Full time

Job summary

RTD Financial Advisors Inc. is seeking an Office Coordinator to manage the office environment, support clients, and assist internal teams.

The role focuses on handling inbound calls, scheduling client meetings, and ensuring a welcoming, organized office experience. The ideal candidate will have a BS degree or 3+ years of administrative experience, strong communication skills, and exceptional organizational abilities.

Qualifications

• BS degree required.
• 3+ years of administrative experience.
• Reliable with patience and professionalism.
• Excellent oral and verbal communication skills.
• High level of organization and time management.
• Team-oriented and able to collaborate professionally.
• Adaptable to new organizational structures, procedures, and technology.

Responsibilities

• Answer inbound calls and transfer to appropriate person.
• Schedule client meetings.
• Prepare the meeting environment for the best experience.
• Manage the building's Visitor System to ensure secure entry.
• Welcome clients, vendors, and visitors.
• Assist with coordinating office events (luncheons, client advisory board meetings, etc.).
• Coordinate cards/gifts for client milestones/special events.
• Engage with mailing services (USPS, UPS, etc.).
• Distribute/scan incoming mail.
• Drop off outgoing mail in the building mail center.
• Manage and monitor supply inventory.
• Coordinate building maintenance as needed.
• Communicate building announcements.
• Manage building for employee key cards.
• Manage receptionist back up service when needed.
• Update daily announcements.
• Assist with various projects as needed.

Skills

Excellent oral and verbal comms

Strong organizational skills

Time management

Team-oriented

Reliability and professionalism

Adaptability to new processes/tech

Education

BS degree

Job description

Position Summary:

The Office Coordinator role is a position that involves managing various aspects of our office environment including communication, organization, and administration. This important role also provides direct service and support to clients and internal teams. The Office Coordinator spends the majority of time delighting clients when answering inbound calls, scheduling client meetings and greeting clients and visitors to the office.

Essential Job Functions:

• Welcome inbound calls and transfer to appropriate person(s)
• Schedule client meetings
• Prepare the meeting environment for the best experience
• Manage the building's Visitor System to ensure secure and seamless entry to our office
• Welcome clients, vendors, and visitors
• Assist with coordinating office events (luncheons, celebrations, client advisory board meetings, etc.)
• Coordinate cards/gifts for client milestones/special events
• Engage with various mailing services (USPS, UPS, etc.)
• Distribute/scan incoming mail
• Drop off any outgoing mail in the building mail center
• Manage and monitor supply inventory
• Coordinate building maintenance as needed
• Communicate building announcements
• Manage building for employee key cards
• Manage receptionist back up service when needed
• Update daily announcements
• Assist with various projects as needed

Knowledge, Skills, and Abilities:

• BS degree or 3+ years of administrative experience required
• Reliable with patience and professionalism
• Possess a high level of attention to detail
• Must possess excellent oral and verbal communication skills
• High level organization and time management skillsTeam-oriented - able to collaborate with colleagues professionally
• Adaptable to new organizational structure, procedures, and technology

Salary:

The salary range for this position is $45,000 - $60,000 annually. Candidates entering the role with foundational qualifications will typically start at the lower end of the range, with opportunities to grow as they develop in the position.

Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity, and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD's diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.